Our word is everything

Employees and employee’s spouses are encouraged to invest alongside our clients in the funds. We eat our own cooking.

As a result, we scrupulously eliminate any conflict of interest issues by ensuring that every member of our team is focused on the performance of our funds. Our interests are aligned with those of our investors.

StoneCastle Investment Management Inc. adheres to a strict code of ethics and conduct and has adopted from the Code of Ethics and Standards of Professional Conduct of the CFA Institute – the CFA program is the most widely known and respected investment credential in the world. We adhere to the highest Fiduciary standard when managing your investments.

Our funds are independently audited annually.

We know that we have only one thing in the world and that’s our word. We know our performance is up sometimes and down sometimes, but our word is something that never fluctuates.

As a client you have full transparency to all portfolio positions, but more importantly you have full access to our entire team.